Teams at Planful

Generate qualified sales pipeline through outbound prospecting, phone conversations, opportunity qualification, and quota attainment. The representative identifies finance users’ pain points, gathers requirements, connects business value to customer needs, collaborates with Account Executives, documents call notes, and maintains customer records in Salesforce. This hybrid Scottsdale role supports a fast-paced SaaS sales environment and requires strong communication, organization, persistence, and a willingness to be coached.

Manage the full SaaS renewal process, including commercial contract negotiations, customer retention, renewal forecasting, and churn-risk mitigation. Collaborate with Sales, Account Management, Customer Success, and leadership to ensure timely renewals and customer satisfaction. Analyze usage and health metrics, engage customers proactively, identify expansion opportunities, achieve retention targets, and improve renewal processes while mentoring peers.

Advise existing Planful customers on finance transformation, EPM architecture, FP&A processes, and application challenges. Assess configurations, identify risks and opportunities, recommend enhancements, resolve complex functional issues, deliver product demonstrations, and share best practices. Collaborate with Customer Success, Account Management, Product, Engineering, and Support teams to improve customer outcomes.